$18.1M Total AUM
$18.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-2017
- Office Locations
- 1
Office Locations
11 Municipal Drive Suite 200 Fishers IN
About Raton Wealth
Raton Wealth is a Fishers-based RIA. The firm has been operating for 8 years. Managing $18.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$18.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
PAUL EDWIN COAN
Chief Executive Officer, Founder, Managing Member
- CRD
- #3225730
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,087,380 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,087,380 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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